Our initial meeting is free of charge. We can meet at FIS’ office or in your home, if you find that more convenient.

This initial meeting provides the opportunity for us to get to know each other. We’ll want to learn about your financial concerns and goals, so it helps if you bring a copy of your latest tax return, statements from brokerage accounts and retirement plans, a list of major assets like home and other properties, and mortgage and loan details.

In turn we’ll answer your questions about FIS. Exploring possibilities together will help us both determine if there is a good match between your goals and FIS' services. There is no pressure or obligation.